WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family or trusts and wills, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
A Checklist: The 5 Most Loving Things You Can Do For the People You Love In the New Year.
It’s a new year, which means a new chance to do what you’ve been putting off until the time is right. That time is now. Here are 5 of the most loving things you can do for the people you love in the New Year because at some point you will become sick or die. And while we don’t like to think about it, the best way not to is to plan well and then put it out of your mind and live your life as if every day is your last.
1. Make a plan. A will, trust, power of attorney, health care directive and, if you have kids, a Kids Protection Plan® so you don’t leave your family to deal with an expensive court proceeding overseen by a judge who doesn’t know (or really care) about you or your family or unnecessary estate taxes.
2. Write a letter or make a recording. Pass on what really matters to your family -- your values, insights, stories and experience -- in written or recorded form so they can return to you long after you are gone.
3. Pay for and plan your funeral. Cremated or buried? Ashes or body where? Yes or no to a viewing? Make these decisions now and let your loved ones know, in writing, so they don’t have to wonder. And consider pre-paying for your funeral expenses, so they don’t have to scramble in a time of grief.
4. Plan to pay no taxes. Will there be taxes on your estate and how will your heirs pay them, if so? Meet with a Personal Family Lawyer® to be sure because you’d be surprised how small an estate can be to be at risk for estate taxes or other costs, especially if there’s insurance involved. You don’t have to be rich to think about this.
5. Get organized. Let loved ones know where they can find your legal documents and other important paperwork, the key to your safe deposit box and be sure to include all of the password information to access online accounts, including email, Facebook, and other regularly accessed programs.
This month, in honor of the New Year, we have a special “get organized” for your loved ones special going on here at Personal Family Lawyer® headquarters. Be one of the first 5 families to get on our calendar this month and we’ll get you organized in our Family Wealth Planning Session, waive our normal $750 fee and send you home with all of your most important papers organized in a Family Financial Freedom Notebook that will make it simple as can be for your family if anything happens to you.